Jake
Buman
Cuso Financial Services, L.P
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About this Advisor
Jake Buman is a financial advisor based in Kimberly, Wisconsin who has 5 years of relevant experience. Buman is on the advisory team at Cuso Financial Services, L.P. Buman has gained experience at Bmo Harris Bank, Wells Fargo Bank, N.A, Cuso Financial Services, Lp and Community First Credit Union. Buman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Cuso Financial Services, L.P is a firm that has its headquarters in San Diego, CA. The company has offices in 977 locations and a total of 803 financial advisors. It administers $4 billion in assets across its 25,992 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 13 charities and foundations. Of its 25,992 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. Cuso Financial Services, L.P performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the services offered. Fee types billed by Cuso Financial Services, L.P likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jake Buman Work History
Jake has been registered as a financial advisor for 5 years.*
Cuso Financial Services, Lp
Community First Credit Union
Bmo Harris Bank
Wells Fargo Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jake Buman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
San Diego, CA
San Diego, CA
Riverside, CA
Los Angeles, CA
Quincy, MA
Corvallis, OR
Anaheim, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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